Purpose of the Role
New Story seeks a MEL consultant to design the analytical and operational framework that will measure the viability, adoption, and performance of a progressive-housing finance pilot. The role ensures rigorous documentation of household behavior, credit dynamics, and implementation outcomes, generating evidence that financial institutions can evaluate for future scale.
Primary Responsibilities
Develop the core MEL framework (Theory of Change, results chain, indicators, methods, and data-collection plan) tailored to the pilot's financing model.
Define indicators—together with the Product Design Consultant—capturing adoption, repayment behavior, household impact, and institutional scalability.
Design tools and protocols for data collection (surveys, interviews, operational records) and establish analysis and learning rhythms aligned with pilot phases.
Produce paper-testing indicators and integrate early findings into the pilot's monitoring structure.
Facilitate a training workshop to ensure New Story's team can operate the MEL framework in the field.
Provide limited post-delivery advisory support to resolve early operational issues and refine data-collection processes.
Key Deliverables
Work Plan (Week 1):




3–5 page inception document outlining methodological approach, assumptions, and 8-week plan.
Integrated MEL Framework (Weeks 2–7):
Theory of Change, results framework, indicator matrix, data-collection tools, analysis plan, and paper-testing integration.
Training & Handover (Weeks 8–9):
In-person workshop, reference materials, and four weeks of follow-up support.
Timeline (Feb **** – Aug ****)
Months 1–3: Framework design, segmentation alignment, early testing indicators.
Months 4–7: Paper testing integration and methodological refinement.
Months 8–15: Pilot monitoring, rapid analysis cycles, adaptive learning.
Months *****: Final synthesis and contribution to market-facing evidence package.
Adecuado Profile
MEL specialist with 8–10+ years in results frameworks, data systems, and applied evaluation in inclusive finance, microfinance, or housing; strong quantitative and qualitative skills; familiarity with impact evaluation in Mexico/LatAm; and the ability to translate technical findings into actionable insights for product, operations, and institutional decision-makers.
For more information, review
ToR MEL Consultant
Join us.

📌 Monitoring, Evaluation & Learning (Mel) Consultant (México)
🏢 New Story
📍 México